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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,985 | $196,972-35.0% | $182,262-29.8% | $198,609-35.6% |
| Participation rate | 10.5% | 85.7%-75.2pp | 84.2%-73.7pp | 82.4%-71.9pp |
| Annual return | 13.24% | 158.27%-145.0pp | 140.60%-127.4pp | 202.70%-189.5pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $511 | $8,643-94.1% | $8,276-93.8% | $6,977-92.7% |
| Admin fee / account holder | $20,810 | $18,429+12.9% | $16,712+24.5% | $19,030+9.4% |